Re: Formula Based on Monthly Income

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4 - Data Explorer
4 - Data Explorer

Hi guys,


im trying to do an automation that performs the following: 

“If Salesperson A’s monthly revenue is below the target, then do X” 


However, I can’t find a way to automatically reflect the revenue of the month based on the month I’m in. I can do Rollup to generate the total revenue,  but not revenue for that specific month. 

How can I solve this? 

1 Reply 1

Hm, if it's just for the month you're in, you could create a new field in the table that checks whether that record's date value is within this month, and use a conditional rollup field on that formula field?